David Arthur, financial advisor Tigard OR
93 score

David Arthur

CRD Number: 1267877
Current Firm: Money Concepts Advisory Service

David Arthur (CRD# 1267877) is an Investment Advisor Representative working at Money Concepts Advisory Service in Tigard, OR and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Jan 2012 - Current 4
Cuna Brokerage Services, Inc. Waverly, IA Aug 1995 - Dec 2011 16
Cuna Mutual Insurance Society Waverly, IA Aug 1995 - Dec 2011 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for David J. Arthur
Phone Number: 561-472-2000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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